Cui Dongshu, Secretary General of the Automobile Market Research Branch of the China Automobile Dealers Association, delivered a speech on "Analysis and Future Prospects of the Global New Energy Vehicle Market." He pointed out that the uncertainty of the external economic and trade environment will increase in 2025, the circle of friends for China's automobile exports will gradually stabilize, the policy support for the automobile industry will be unprecedented in history, and the global automobile production system will shift from the United States, Japan, and South Korea to China and emerging markets.

[6.23 Lithium Battery News] ►China Leads the Release of Three International Standards in the Electricity ESS Sector ►Chen Shihua from CAAM: Vehicle Exports Showed Good Resilience and Maintained Steady Growth in the First Five Months of This Year ►CosMX Battery: The Company's Oxide Solid-State Electrolyte Materials Have Been Successfully Applied to Some Consumer Battery Products ►Yuanhang Precision: Established Long-Term and Stable Cooperative Relationships with Well-Known Domestic and Overseas Manufacturers as Well as End-Users ►Kedali: Plans to Invest No More Than 50 Million Euros in the Construction of Phase III of the Hungary Power Battery Precision Structural Components Project ►UW Laser: Provides Equipment for CATL's Solid-State Battery Production Line

In recent years, China's battery and new energy industry has been mired in a brutal period of profound adjustment, with power and ESS battery prices plummeting, severely compressing the profit margins of most enterprises and plunging them into losses. During this industry downturn, a number of enterprises lacking core competitiveness have been forced to exit the market, with several cross-industry players delaying or terminating their projects. However, in stark contrast to the retreat of small and medium-sized enterprises, top-tier enterprises have expanded against the trend. Since 2025, there have been frequent announcements regarding project planning, implementation, commencement, and operation.

BYD's "Xi'an" Delivered and Launched: World's Largest LNG Dual-Fuel Car Carrier

Echelon Recycling Market Analysis Based on comprehensive data analysis: Energy storage sector demand remained stable in June, supported by rigid requirements. The automotive sales surge driven by earlier auto shows gradually subsided, with new energy vehicle penetration rates stabilizing in the market. Current end-market consumption momentum remains weak, and end-user demand growth is expected to be relatively limited.

This week in wet process recycling: Lithium Salt Prices Fluctuated This Week; Cobalt and Nickel Salt Prices Continued to Decline This week, prices for ternary and lithium cobalt oxide black mass also remained on a downward trend. Lithium iron phosphate (LFP) electrode scrap black mass traded at 2,200–2,300 yuan per lithium point, while LFP battery black mass traded at 2,000–2,150 yuan per lithium point. Taking ternary black mass as an example:

[SMM Analysis: DRC Extends Export Ban by Three Months, What Impact Will It Have on the Market] On the evening of June 21, 2025, the DRC, in light of the persistently high inventory levels in the market, decided to extend the temporary ban imposed on February 22 by an additional three months from the effective date of this decision. This article will analyze the actual impact of this policy in conjunction with the current market situation in China's cobalt industry and predict future market trends.

According to customs data, China's exports of lithium hydroxide increased in May, while import data decreased.